Add booking video link to contact and enroll in sequence

Bookings often miss the meeting link on client records, causing last-minute confusion. Add links and enroll clients into the meeting workflow so they receive details and prep same day.

Overview

Stop scrambling for video links before consultations; this ties meeting links directly to client records and automatically enrolls clients into your meeting workflow. Intake coordinators and attorneys will have meeting details the same day, reducing last-minute prep and confusion.